See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,116 | $49,915+10.4% | $154,803-64.4% | $74,304-25.8% |
| Participation rate | 52.4% | 54.0%-1.6pp | 78.1%-25.7pp | 60.3%-8.0pp |
| Annual return | 12.69% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,420 | $1,611-11.9% | $4,305-67.0% | $2,241-36.6% |
| Participant deferral / active EE | $2,768 | $2,255+22.8% | $5,540-50.0% | $3,767-26.5% |
| Admin fee / account holder | $10,371 | $2,189+373.8% | $14,329-27.6% | $2,969+249.3% |